SkyOak Wealth’s Omega Flex OFLX Stock Holding History

SkyOak Wealth’s Portfolio OFLX Stock Details OFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,546	Closed	-$264K	–	255
2023 Q2	$264K	Buy	+2,546	New	+$273K	0.07%	187

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SkyOak Wealth's OFLX Position: Q3 2023 in Review

SkyOak Wealth sold out of Omega Flex (OFLX) in Q3 2023, closing a stake of 2,546 shares — an estimated $264K sold.

SkyOak Wealth first reported a position in OFLX in Q2 2023 and held it in 1 quarter. The position peaked at $264K in Q2 2023. 94 funds tracked by Wall St. Rank hold OFLX as of Q3 2023.

SkyOak Wealth reported no remaining Omega Flex position as of Q3 2023 after selling out during the quarter.
SkyOak Wealth sold 2,546 Omega Flex shares in Q3 2023, an estimated $264K.
SkyOak Wealth first reported a position in Omega Flex in Q2 2023 and held it in 1 quarter.
SkyOak Wealth's Omega Flex position peaked at $264K in Q2 2023.
94 funds tracked by Wall St. Rank held Omega Flex as of Q3 2023.

Based on SkyOak Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.